Company lists · Data refreshed September 2026

Top 25 Financial services marketing agencies based in the United States

Name: Financial services marketing agencies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 26,950 companies tracked

RevenueBase identified 26,950 company matches for financial services marketing agencies associated with the United States as of September 2026 and tracks 250,968 professional contacts across them, including 79,624 with verified work emails and 96,218 with mobile numbers. New York is the largest hub.

This list covers company matches for financial services marketing agencies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built

26,950Companies

250,968Contacts tracked

79,624Verified emails

96,218Mobile numbers

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial services marketing agencies based in the United States

Ranked by team size

Top 25 of 26,950 company matches for financial services marketing agencies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 30, 2026	5,001-10,000	24,283 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Stifel Financial Corp	Exact match	St. Louis, MO, United StatesHQ recorded Sep 30, 2026	5,001-10,000	6,913 contacts →
	Exact match “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 30, 2026	5,001-10,000	5,330 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	SGK	Exact match	Des Plaines, IL, United StatesHQ recorded Sep 30, 2026	5,001-10,000	3,587 contacts →
	Exact match “SGK, part of the Propelis Group, is a global brand and content production agency.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Digitas North America	Exact match	Boston, MA, United StatesHQ recorded Sep 30, 2026	1,001-5,000	2,654 contacts →
	Exact match “Digitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	GREY	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	5,001-10,000	2,648 contacts →
	Exact match “Grey’s mission is to create Famously Effective ideas that move people, business, and the world forward-harnessing the power of creativity to solve business problems and deliver…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	R GA	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	1,001-5,000	2,189 contacts →
	Exact match “R/GA is an independent creative innovation company for the intelligence age.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	TBC	Exact match	Baltimore, MD, United StatesHQ recorded Sep 30, 2026	n/a	1,255 contacts →
	Exact match “TBC is an independently owned, full-service branding, advertising and strategic communications agency with headquarters in Baltimore, Maryland, USA.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Mccann	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	10001+	1,207 contacts →
	Exact match “We build enduring brands that move people and markets through the radical creativity of Truth Well Told™.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	MERGE	Exact match	Chicago, IL, United StatesHQ recorded Sep 30, 2026	501-1,000	816 contacts →
	Exact match “MERGE is a marketing and technology agency built for the intersection of health and wellness.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Essence	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 2026	1,001-5,000	782 contacts →
	Exact match “Formerly Essence, we are now EssenceMediacom.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Allied Global Marketing	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 30, 2026	201-500	750 contacts →
	Exact match “In business for over 30 years, Allied has built upon its roots in film advertising and publicity to become a global leader in entertainment, culture, and lifestyle marketing.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Anomaly	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	501-1,000	744 contacts →
	Exact match “Founded in 2004, Anomaly is a difficult to define, but exciting to work at 'new model' agency.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	DONER	Exact match	Southfield, MI, United StatesHQ recorded Sep 30, 2026	501-1,000	708 contacts →
	Exact match “Doner unlocks all the tools of Modern marketing to build lasting connections with every day, Main Street consumers.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Team ONE	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 30, 2026	201-500	698 contacts →
	Exact match “Team One was founded with one philosophical focus: to construct brands of elevated aspiration and worth by attracting affluent consumers like never before.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	SCI	Exact match	Miami, FL, United StatesHQ recorded Sep 30, 2026	501-1,000	696 contacts →
	Exact match “SCI was merged and sold to WPP in 2010.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Medi Clinic	Exact match	Richardson, TX, United StatesHQ recorded Sep 30, 2026	n/a	632 contacts →
	Exact match “Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Vertis Communications	Exact match	Sussex, WI, United StatesHQ recorded Sep 30, 2026	10001+	605 contacts →
	Exact match “Vertis Communications was acquired by Quad/Graphics in January 2013.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	AGENT	Exact match	Lincoln, NE, United StatesHQ recorded Sep 30, 2026	n/a	573 contacts →
	Exact match “Hi, we’re Agent.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Stream Companies	Exact match	Malvern, PA, United StatesHQ recorded Sep 30, 2026	501-1,000	572 contacts →
	Exact match “Stream Companies is a full service advertising agency that specializes in launching, positioning, and long term management of brands on full service contracts and a…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	SGT	Exact match	Houston, TX, United StatesHQ recorded Sep 30, 2026	201-500	557 contacts →
	Exact match “After almost 2 years driving internal demand at one of Omnicom's lead Marketing strategy agencies I have returned to Lead to Market to lead our applied marketing practice.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Prosek Partners	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	201-500	543 contacts →
	Exact match “Prosek Partners builds – and protects – the top brands in business.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Tombras	Exact match	Knoxville, TN, United StatesHQ recorded Sep 30, 2026	201-500	496 contacts →
	Exact match “Tombras is a 450+ person, full-service agency with a digital mindset.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Gsd&m	Exact match	Austin, TX, United StatesHQ recorded Sep 30, 2026	501-1,000	488 contacts →
	Exact match “GSD & M is a creatively driven, full-service agency born and raised in Austin, TX.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Martin	Exact match	Richmond, VA, United StatesHQ recorded Sep 30, 2026	201-500	482 contacts →
	Exact match “We are a full-service agency with capabilities in advertising, strategic planning, direct response, digital, data analytics, design and branded content.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial services marketing agencies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 26,950 financial services marketing agencies based in the United States

See the full list, filter by size, metro and specialty, and access 79,624 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial services marketing agencies based in the United States at a glance

As of Sep 30, 2026

31.7%Verified-email coverage

38.3%Mobile-number coverage

9.3Average contacts per company

1-10Median size (employees)

5.9%Largest-city concentration · New York

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

20,025

11-50

5,842

51-200

827

201-500

157

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 33.0d

29,5010–30

71,70331–60

3,24361–90

9190–180

765180+

Company record updated

Median 93.0d

00–30

58,31931–60

94,37461–90

184,32890–180

18,754180+

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with the United States whose business descriptions match “financial services marketing agencies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 79,624 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 30, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial services marketing agencies by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial services marketing agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services marketing agencies are there based in the United States?

RevenueBase identified 26,950 company matches for financial services marketing agencies associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Ameriprise Financial Services, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial services marketing agencies?

New York leads with 1589 company records, followed by Los Angeles (1033) and Miami (615).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 79,624 professional contacts with verified work emails tracked across these 26,950 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 2026.

Ready to reach these companies? Verified emails and direct dials for all 26,950 financial services marketing agencies based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial services marketing agencies by geography

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.